Let's Talk ETFs

In this week's Let's Talk ETFs podcast we are speaking with Maurits Pot, Founder & CIO of Dawn Global. Maurits joins us to have detailed discussion around the topic of emerging and frontier market investing in the exchange traded fund space.

Tickers: (CUBS)

Show Notes:
2:00 - Introduction to Dawn Global
5:30 - How has the recent crackdown in Chinese tech space effect EM?
6:30 - What's the overall landscape for emerging markets?
9:30 - Tell us about the Asian Growth Cubs ETF (CUBS)
17:45 - Deeper dive into CUBS... holdings, expense ratios, and other specs..
22:00 - Where do you see CUBS fitting into a traditional portfolio?
24:00 - What are some of the biggest challenges for CUBS in the EM space today?
25:30 - What would you say to someone who's not a believer in EM?
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In this week's Let's Talk ETFs podcast we have Lisa Chai, Senior Research Analyst at ROBO Global joining us to dive deep into the topic of robotics, artificial intelligence and innovation and the advancements in technology have affected the exchange traded marketplace.

Tickers: (ROBO), (HTEC), and (THNQ)

Show Notes:
2:00 - Introduction to Lisa Chai and ROBO Global.
5:00 - What do you feel the future holds for robotics, artificial intelligence and the technology space?
11:00 - Breakdown of ROBO Global's indexes: ROBO, HTEC and THNQ.
16:30 - Should ROBO Global's ETFs be wrapped into the general technology exposure market or are the ETFs provided more thematic in nature?
20:00 - How often does ROBO Global rebalance its exchange traded funds?
21:45 - What would you say to an investor who is concerned about rising rates but still wants exposure to the robotics and AI industry?
27:45 - What are some of the biggest opportunities and threats to the robotics, artificial intelligence and the technology industry?
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Joining us in this week's episode of Let's Talk ETFs is Simeon Hyman, Global Investment Strategist & Head of Investment Strategy Group at ProShares. Simeon walks us through the impacts of interest rates & inflation. and how it effects the exchange traded fund space.

Tickers: EQRR, IGHG, HYHG, RINF

Show Notes:
2:00 - Introduction and background to Simeon's work at ProShares..
3;30 - Transitory inflation... How does an investor make sense of it all?
7:00 - Is some inflation a good thing?
12:30 - For investors concerned about rising rates and inflation what are some good ways to play this from within ProShares lineup?
14:30 - ProShares Equities for Rising Rates ETF (EQRR).
15:30 - ProShares Investment Grade—Interest Rate Hedged (IGHG) & ProShares High Yield - Interest Rate Hedged ETF (HYHG).
18:15 - ProShares Inflation Expectations ETF (RINF).
20:30 - Are these ETFs meant to be invested all the time or are they time/market sensative?
25:00 - What are the best data indicators investors should be looking at to forecast rate hikes and inflation?
28:00 - What if inflation is not transitory?
29:00 - Closing and outro story.
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In this week's episode of Let's Talk ETFs, Frank Holmes, Chief Executive Officer at U.S. Global Investors discusses the re-opening global economy. Together we discuss the popular ETF: U.S. Global Jets ETF (JETS) and learn what impact it has on the travel space.
Show Notes:
2:15 - Opening background of Frank Holmes.
4:00 - What investment sectors do you see growing as we come out of Covid-19 pandemic?
9:30 - How do companies plan for all the variables involved in countries opening up?
15:00 - There are still many countries which are closed. How do you see the next wave of openings affecting the world economy? 
17:00 - What about countries that are very dependent on tourism?
18:15 - Beyond the vaccine what other factors are important to focus on in a re-opening economy?
19:30 - Do you see Covid-19 mutations as a potential issue moving forward?
22:00 - Has the JETS ETF opened the door to other travel based ETFs?
26:00 - Is there any concern that the re-opening isn't happening fast enough?
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In this week's episode, we sit down with Ari Polychronopoulos, Partner, Product Management & Head of ESG at Research Affiliates. Together we uncover and discuss the details and nuances of environmental, social, and governance investing within the exchange traded fund space.
Tickers: (SPY)
Show Notes:
2:30 - Introduction with Ari Polychronopoulos
4:00 - What is ESG and what is it all about?
8:00 - How can investors examine a an ESG score and see if it's appropriate for their portfolio?
10:30 - Is there a centralized rating system investors can go to when evaluating ESG funds?
16:45 - Do all ESG scores matter or is there a threshold to where they are impactful?
20:15 - Of the 3 ESG areas is there one that's more of a focus in the investment community?
21:45 - What would you say to an investor who doesn't care about ESG ratings?
26:15 - Do you see any future government mandates affecting ESGs?
29:10 - Where do you see ESG as part of an individual's portfolio?
31:30 - Outro
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Contents:
2:30 - Background of Scott Helfstein, Executive Director of Thematic Investing at ProShares.
3:30 - What is thematic investing, and what qualifies something as a thematic exchange traded fund.
7:00 - Does having to put the funds in an index tie an investor's hands?
10:45 - Breakdown of Proshares thematic ETFs that have developed the most investor traction.
19:45 - How important is thematic investing to the growth of Proshares business, and are there any future thematic ETFs that might come to market by ProShares?
27:00 - How do you avoid making a thematic ETFs theme too narrow where it is unlikely to resonate with investors?
32:15 - Where do thematic ETFs fit into an investor's portfolio, and how should exposure be looked at?  
38:00 - What does the future hold for the thematic investing space?
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The launch of the ARK Space Exploration ETF (ARKX) in late March was one of the most hyped ETF launches in recent memory. Of course there's the Cathie Wood component to the excitement, with the fund manager she runs, ARK, crushing markets and growing AUM eleven-fold in 2020. But there's something about space as a sector that has many investors particularly excited at this moment in time.
Cestrian Capital Research's Alex King has been following the space sector very closely for years now, He even enrolled at the Space University, completing his executive education there in 2018. The following year, he launched his Seeking Alpha Marketplace service, The Fundamentals, with a focus on space and cloud computing names. We cover the space sector from top to bottom in this episode of Let's Talk ETFs. Most importantly for investors considering investing in space via ETFs, Alex does a deep-dive head to head comparison of the two pure play space ETFs investors currently have a choice between: The ARK Space Exploration ETF (ARKX) and the Procure Space ETF (UFO).
Show Notes

3:00 - Alex's general approach to investing

7:45 - Why the space sector?

13:15 - Why is space a theme investors should be paying attention to at the current moment in time?

17:00 - Cathie Wood and ARK's investing style

22:00 - ARKX Under the Hood: Too much concentration in the top holdings?

24:30 - Analyzing top holding Trimble (TRMB)

28:45 - A head to head comparison: The ARK Space Exploration ETF (ARKX) vs. the Procure Space ETF (UFO)


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In this week's episode of Let's Talk ETFs, Ryan McCormack, Factor & Core Equity ETF Strategist at Invesco US joins new host Jason Capul and the Seeking Alpha team to discuss the early success of the Invesco NASDAQ Next Gen 100 ETF (QQQJ). QQQJ has been the most successful ETF launch of all-time by Invesco, gathering over one billion in assets under management in less than three months.
Tickers Covered: QQQ, QQQJ
Show Notes:

4:30 - What is the concept behind QQQJ?

9:30 - Where do you see QQQJ fitting into an investor's portfolio?

12:00 - What has been the Investor feedback on QQQJ?

14:45 - Weighting of QQQJ relative to QQQ.

16:00 - Is there a mechanism to unload QQQJs top performing holdings before they join QQQ?

19:00 - How can rising yields affect QQQJ?

23:15 - What separates QQQJ from other ETFs that focus on the mid-cap range?

25:15 - Why should market participants invest in this ETF?

29:00 -Are there any plans to roll out additional funds in the future?


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2020 was the year of the SPAC, with money raised through "blank check" companies outpacing traditional IPOs for the first time. With so many SPACs listing, finding the right ones to invest in them can be an often-times confusing and overwhelming process. Sifting the World's Chris DeMuth Jr. has been investing in SPACs, through the hedge fund he founded, Rangeley Capital, for more than a decade. In the latest episode of Let's Talk ETFs, DeMuth and host Jonathan Liss take investors through the SPAC "alphabet", going under the hood of each of the three currently available SPAC ETFs.
Show Notes

3:00 - What are SPACs and why are they so hot right now?

10:00 - Chris' early and ongoing involvement with SPACs

12:30 - Specifics of the SPAC structure

16:45 - The case of DraftKings, the third most successful SPAC listing of all time

26:30 - Chris' favorite SPAC ETF

43:45 - What's an individual SPAC Chris is currently excited about?

50:00 - Sifting the World: Chris' investing process


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Cambria Funds co-founder, CEO and CIO Meb Faber joins Margin of Safety Investing's Kirk Spano to discuss his firm's tail risk and shareholder yield ETF suites. Funds covered include: TAIL, FAIL, SYLD, FYLD and EYLD.
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